Premium Analyst I
Role Overview
Evaluates, approves, completes, and processes mail and phone audits and related adjustments.
Provides direct customer service to internal and external customers regarding audits and policy concerns.
Key Skills for This Role
Full Job Posting
Role Overview
Evaluates, approves, completes, and processes mail and phone audits and related adjustments.
Provides direct customer service to internal and external customers regarding audits and policy concerns.
Primary Responsibilities
- Analyze, research, approve, complete, and process mail, phone, waived, and other audit adjustments.
- Contact insureds, accountants, and agents to gather information and ensure correct audit classifications.
- Research PAAS, NCCI, and other applicable web tools to identify classifications.
- Analyze and communicate audit concession requests and process approved concessions.
- Research and communicate policy changes and omissions identified through audit findings.
- Manage PAM workflow inventory to achieve service-time goals.
- Estimate audits, compose correspondence, and maintain confidentiality.
- Train and mentor Premium Audit Technicians.
Employment Qualifications
- Minimum 30 credit hours in accounting, business, insurance, finance, or a related field and progress toward or completion of an insurance-related designation such as APA or CPCU.
- Equivalent combinations of education and experience may be considered in lieu of the education requirement.
- Two years of technical or administrative office experience, including relevant insurance audit or payroll duties, or equivalent demonstrated skills and abilities.
Required Skills and Knowledge
- Knowledge of underwriting rules, procedures, manuals, and workers compensation classifications.
- Excellent oral and written communication, organizational, analytical, and problem-solving skills.
- Ability to manage multiple priorities, meet deadlines, and work with minimum supervision.
- Computer, word processing, spreadsheet, accurate data-entry, and 10-key skills.
- Knowledge of payroll reports, payroll tax returns, tax forms, and supporting documentation.
- Ability to proofread documents for spelling, grammar, punctuation, and format.
Preferred Skills and Knowledge
- One year of experience as a Premium Audit Technician with Accident Fund Insurance Company of America.
- Basic knowledge of payroll tax records, OnBase, ACD line functionality, and Outlook calendar functionality.
Working Conditions
- Work is performed in an office setting with no unusual hazards.
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